Household Merge

Use this list to identify and merge duplicate households and identical contacts within a household.

Cogran will automatically combine the two records and all related informoation incuding registrations and payments. The security records will also updated and removed when not used. The latest security record will be used. Contacts are merged within the household when their First/Last Names and Contact Type (Adult or Youth)are the same.

WARNING: This process cannot be undone

Steps:

Navigate to Household Search – Find and select the household to merge — click the Merge Tab
OR:
Contact Management>Household Duplicate Check and Merge>Search

Select from one of the two options

Option 1: Merge Duplicate Households

1. Select the household to keep as the prime household
2. Enter the email address of the other household (Note: it must be different from the household you selected to keep)
3. Check the box to merge the households
4. Press Save to invoke the process
   
   Tip: Review the last updated date and number of order payments processed.
   The one with morepayments has more transactions.2

Option 2: Merge Duplicate Contacts within a Household

1. Select the household
2. Check the box to merge the households
3. Press Save to invoke the process